| AWM CAPITAL, LLC | 716,841 | $29,735 |
| MASECO LLP | 573,639 | $23,777 |
| Quantum Financial Advisors, LLC | 557,319 | $23,118 |
| Focus Partners Wealth | 533,465 | $22,128 |
| Pathstone Holdings, LLC | 515,409 | $21,379 |
| Five Oceans Advisors | 433,525 | $17,983 |
| Forum Financial Management, LP | 395,289 | $16,397 |
| Abacus Wealth Partners, LLC | 341,471 | $14,164 |
| Citrine Capital LLC | 318,401 | $13,207 |
| LongView Asset Management LLC | 293,983 | $12,194 |
| Retirement Solution LLC | 263,432 | $10,927 |
| Wealth Architects, LLC | 157,775 | $6,544 |
| Greenspring Advisors, LLC | 149,790 | $6,213 |
| Savant Capital, LLC | 137,352 | $5,697 |
| Thrivent Financial for Lutherans | 128,736 | $5 |
| Schoolcraft Capital LLC | 127,682 | $5,296 |
| Pure Financial Advisors, LLC | 109,056 | $4,524 |
| Francis Financial, Inc. | 107,308 | $4,451 |
| Balanced Rock Investment Advisors LLC | 89,609 | $3,717 |
| Asset Dedication, LLC | 85,379 | $3,542 |
| TCI Wealth Advisors, Inc. | 85,045 | $3,528 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 84,618 | $3,636 |
| Apella Capital, LLC | 78,019 | $3,236 |
| Allodium Investment Consultants, LLC | 75,996 | $3,152 |
| New Capital Management LP | 74,312 | $3,082 |
| RAM Investment Partners, LLC | 67,844 | $2,814 |
| DRIVE WEALTH MANAGEMENT, LLC | 66,064 | $2,740 |
| OneDigital Investment Advisors LLC | 63,481 | $2,633 |
| Heritage Financial Services, LLC | 59,733 | $2,478 |
| HILL ISLAND FINANCIAL LLC | 55,524 | $2,303 |
| Navigoe, LLC | 55,132 | $2 |
| Buckingham Strategic Partners | 54,346 | $2,254 |
| Perigon Wealth Management, LLC | 52,781 | $2,189 |
| MERCER GLOBAL ADVISORS INC /ADV | 52,603 | $2,182 |
| Klaas Financial Asset Advisors, LLC | 48,601 | $2,016 |
| QUARRY HILL ADVISORS, LLC | 48,215 | $2,000 |
| Beacon Pointe Advisors, LLC | 45,798 | $1,900 |
| Triune Financial Partners, LLC | 45,151 | $2,003 |
| Corient Private Wealth LLC | 44,384 | $1,841 |
| Henrickson Nauta Wealth Advisors, Inc. | 38,106 | $1,638 |
| Planning Center, Inc. | 37,627 | $1,561 |
| Simplicity Wealth,LLC | 36,298 | $1,506 |
| Longview Financial Advisors LLC | 35,991 | $1,493 |
| Cambridge Financial Group, LLC | 33,830 | $1,194 |
| Truepoint, Inc. | 31,689 | $1,314 |
| Cordant, Inc. | 31,660 | $1,313 |
| Betterment LLC | 29,875 | $1 |
| Cerity Partners LLC | 28,584 | $1,244 |
| Equita Financial Network, Inc. | 28,476 | $1,181 |
| Burton Enright Welch | 26,810 | $1,112 |
| Rockbridge Investment Management, LCC | 23,998 | $995 |
| Addison Advisors LLC | 23,734 | $984 |
| JANE STREET GROUP, LLC | 23,248 | $964 |
| Northland Capital Management LLC | 22,691 | $941 |
| SEVEN MILE ADVISORY | 22,527 | $934 |
| Momentous Wealth Management, Inc. | 21,057 | $873 |
| Morling Financial Advisors, LLC | 20,176 | $837 |
| Cardinal Point Capital Management, ULC | 20,166 | $836 |
| Aspen Capital Management, LLC | 18,901 | $784 |
| MB Generational Wealth, LLC | 18,397 | $763 |
| Wheels Up Wealth, Inc. | 18,343 | $761 |
| NWAM LLC | 18,107 | $751 |
| Modera Wealth Management, LLC | 16,906 | $701 |
| Sequoia Financial Advisors, LLC | 16,090 | $667 |
| Meritas Wealth Management, LLC | 16,030 | $665 |
| Trellis Wealth Advisors LLC | 15,709 | $652 |
| Foster Group, Inc. | 15,187 | $630 |
| NewEdge Wealth, LLC | 14,869 | $617 |
| Sensenig Capital Advisors, Inc | 14,220 | $590 |
| EXENCIAL WEALTH ADVISORS, LLC | 13,830 | $574 |
| Syverson Strege & Co | 13,706 | $569 |
| North Ridge Wealth Advisors, Inc. | 13,186 | $547 |
| Farther Finance Advisors, LLC | 13,003 | $539 |
| Flagstone Financial Management | 12,611 | $523 |
| BetterWealth, LLC | 12,528 | $520 |
| LPL Financial LLC | 12,080 | $501 |
| HighTower Advisors, LLC | 12,035 | $499 |
| SB Capital Management Inc | 11,939 | $495 |
| NewEdge Advisors, LLC | 11,755 | $488 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,603 | $481 |
| Premier Financial Group | 11,575 | $483 |
| Babb Wealth Advisors LLC | 11,004 | $456 |
| Heck Capital Advisors, LLC | 10,996 | $456 |
| EP Wealth Advisors, LLC | 10,856 | $450 |
| Mariner, LLC | 10,642 | $441 |
| FIDUCIARY FINANCIAL GROUP, LLC | 10,514 | $436 |
| Caprock Group, LLC | 10,372 | $430 |
| Freedom Financial Partners LLC | 10,365 | $430 |
| AdvisorNet Financial, Inc | 10,273 | $426 |
| Parcion Private Wealth LLC | 10,233 | $424 |
| RHS Financial, LLC | 10,112 | $419 |
| Rehmann Capital Advisory Group | 9,855 | $409 |
| Level Financial Advisors, Inc. | 9,036 | $375 |
| Wealth Management Strategies, Inc. | 8,921 | $370 |
| EnRich Financial Partners LLC | 8,716 | $362 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 8,533 | $354 |
| Hill Investment Group Partners, LLC | 8,417 | $349 |
| Midwest Trust Co | 8,379 | $348 |
| HARBOUR INVESTMENTS, INC. | 8,249 | $342 |
| Creative Capital Management Investments LLC | 8,098 | $336 |
| 62 other institutions | 219,942 | $9,117 |